Kestra Advisory Services’s Columbia Short Duration Bond ETF SBND Stock Holding History

Kestra Advisory Services’s Portfolio SBND Stock Details SBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Sell	73,499 -5,162	-7%	-$97K	﹤0.01%	1605
2026 Q1	$1.48M	Buy	78,661 +57,265	+268%	+$1.08M	0.01%	1483
2025 Q4	$405K	Buy	+21,396	New	+$405K	﹤0.01%	2310

Other funds holding SBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Kestra Advisory Services's SBND Position: Q2 2026 in Review

Kestra Advisory Services reduced its Columbia Short Duration Bond ETF (SBND) stake by 6.6% in Q2 2026, selling an estimated $97K and leaving 73,499 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Kestra Advisory Services first reported a position in SBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

Kestra Advisory Services held 73,499 shares of Columbia Short Duration Bond ETF worth $1.38M as of Q2 2026.
Kestra Advisory Services sold 5,162 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $97K.
Columbia Short Duration Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1605 holding.
Kestra Advisory Services first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
Kestra Advisory Services's Columbia Short Duration Bond ETF position peaked at $1.48M in Q1 2026.
16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.